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  • Posted: Aug 7, 2024
    Deadline: Not specified
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    We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
    Read more about this company

     

    Specialist: FAIS Support

    Description

    Maintain and Monitor Competence Register/FSCA Register for Employees

    • Check representative applications and record on MSA/FSP 4.2
    • Check that the correct information is populating on the Competence Register and FSCA rep register
    • Ensure alignment between Signify, Competence Register, and FSCA rep register
    • Fix or escalate discrepancy issues found on the registers
    • Update representative profiles as required

    Co-ordinate and Administrate CoB Learning Interventions

    • Draw a list from the Competence Register for registrations and liaise with MSSI regarding the representatives who must be registered
    • Send registration requests to the respective external providers
    • Import results and save certificates on Signify
    • Update CoB database
    • Monitor progress and liaise with the respective line managers of the people registered
    • Follow up on people who haven’t completed their modules
    • Submit monthly progress reports to line manager
    • Draft monthly reports for ManCo
    • Process invoices on OnBase and send POPs to the providers

    Co-ordinate and Administrate CPD Learning Interventions

    • Liaise with providers regarding their CPD offerings
    • Liaise with internal stakeholders regarding webinars to be selected for the respective cycle
    • Draw a list from the Competence Register for registrations and liaise with MSSI regarding the representatives who must be registered
    • Send registration requests to the respective external providers
    • Import results and save certificates on Signify
    • Update CPD database
    • Monitor progress and liaise with the respective line managers of the people registered
    • Follow up on people who haven’t completed their webinars
    • Supply monthly progress reports to line manager
    • Draft monthly reports for ManCo
    • Process invoices on OnBase and send POPs to the providers

    Monitor Supervision and Provide FAIS Support to Employees

    • Check that all registration documents are received and completed correctly
    • Evaluate DOFA reports to determine fit and proper status
    • Put the employee representatives under supervision
    • Evaluate DOFA reports to ensure people are registered under the correct subcategories
    • Draft supervision agreements and development plans
    • Coordinate and monitor completion of PSTs on Signify
    • Remove people from supervision once the supervision period is concluded
    • Attend to issues on DigiSus and rectify accordingly or escalate to relevant parties
    • Monitor supervision reports and follow up with managers/supervisors who haven't submitted their records
    • Draft supervision reports for ManCo
    • Remove the employee reps from the FSCA rep register upon termination/resignation

    Qualifications

    • Check and load qualifications for employees on Signify and Y-Drive
    • Liaise with Payroll/TM on qualification issues/queries
    • Monitor study assistance completion periods and action repayments accordingly

    Demonstrate TCF

    • Treat all clients fairly when scheduling and administrating learning events
    • Ensure that all clients are treated fairly when learning events are communicated

    Requirements

    FORMAL EDUCATION

    • Matric
    • Formal Qualification Degree in Management of Training

    EXPERIENCE

    • 2 years’ Administration – Analysis and understanding of DOFA Report
    • 2 years’ Administration – Understanding of Board Notices 194 of 2017
    • 2 years’ Training and Coordination

    Method of Application

    Interested and qualified? Go to Assupol on assupol.mcidirecthire.com to apply

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